Thank you for your quick reply. I double check and the request was for $200, maybe vanguard make a mistake and did a $700 return in contribution. I will call vanguard to verify. If I leave the excess withdraw at $300 ($200 + $100) and assuming the $27.66 is the dividend/interest. To create a 1099-R on Turbo tax, Should I use $327.66 with box 1 (Gross distribution) and $27.66 for Box 2a (Taxable amount) ?
Thank you.
